Plan a phased, supported adoption approach
Sequence a pilot and rollout around close workloads, using finance champions and role-based training to reduce resistance to changed spreadsheet ownership.
Read rationale, next step and evidence
Training cannot occur only during peak close, champions are needed for pilot and hypercare, and users may resist changes to familiar local spreadsheet responsibilities.
PriorityMedium
Suggested next stepIdentify champions and assess which teams need hands-on training or briefing.
Supporting evidence- Kate Robinson: Reduce resistance caused by changing local spreadsheet ownership and responsibilities.
- Daniel Nguyen: Improve upstream visibility of capital project changes.
- Morgan Blake: Deliver a structured current-state assessment and practical target-state design.
